Member Info for Laura2022

From the company to 3 question i put to them

I am happy with the responses but legally I cannot share sorry

Absolutely NU

Some of the comments today from others are appalling

Currently since the update almost all major holders have stayed

Only lombard have trimmed slightly

They obviously see some hope

NU

I think after 150 posts on OBD this week you've made your point

Please could you just accept our risk ?

Have good weekend

He'll be RNS his dinner soon

Looks pretty obvious what CEO is trying to do with these nonsense RNS

Volume

Aim123

Worry more about SCE which looks like its curtains

25%

16:01

Worth watching

As of 30 June 2024, the Company's net cash position was $8.0m (30 June 2023: $15.8m; 31 December 2023: $12.2m). We have extended our cash runway into late Q3 2025, assuming only current levels of revenue.

 

Outlook

 

Signing the B2B2C agreement with a large US health plan and establishing an active collaboration demonstrated positive commercial progress. The focus is now to enrol patients on the platform as the positive early outcomes from the small number of enrolled patients, have been encouraging to see. Our team and our partner will continue to work hard to ensure further success and the engagement and improvement in health outcomes for people with IBD.

 

Also encouraging has been the exploration of new ways to leverage our methodology and provide value for partners. This has been underlined by our first two licensing agreements with pharmaceutical companies, but securing further partnerships, by enhancing pharmaceutical PSPs, or incorporating resilience assessments within clinical trials, will also be a key focus for the business going forward. A key benefit for us that our methodology is condition-agnostic - whilst IBD is our initial use case, it can be utilised in management of many more chronic conditions, and we are able to adapt quickly to client specifications, and customizing programs at little-to-no additional spend, maximising the opportunity ahead of us.

Whilst no certainty can be given as to the timing or outcome from negotiations, we are in discussions with potential partners across all our commercial models, including two later-stage discussions and we look forward to updating the market as appropriate.

Now

They have about £4.5mln as of Oct 2024 versus £1mln cap

Seller is now done have why you cannot buy

I'm buying at 0.75p not 40p

So all good for myself and others buying here

Wow sharepicks

27 posts on TRLS which you don't own

Seller done

Late Sept they had 2.5mln

That went over last 5 days particularly (including 1.2mln Monday)

And buyer stepped in yesterday

Founders own 25% and plenty of others

Seller from the other week done as there was a 1.2mln sell earlier in week plus the sells yesterday

These are the major holders

https://trellushealth.com/investors

Cash £4mln but market cap only £1.mln ?

Mark Eccleston, CEO of ValiRx commented " I too would like to thank Martin for his contribution and guidance in my limited tenure to date. As ValiRx moves forward the board will evolve to bring more commercial and clinical development experience which, alongside cost savings in the range of £100, 000 we have identified, will focus the Company on building its therapeutic pipelin

From 27th Sept

Not sure if noticed by others but pipeline increased again

The financial year ending 30 June 2024 resulted in a record year for the total value of new contracts won (more than £1.1m), a peak unweighted pipeline value of more than £1.7m and a record level (based on last six years of data) of contracted revenue to be taken forward into the following year (more than £500k).

 

From the results up to June 2024 and released Sept 2024

During the period, we signed our first two licensing agreements with pharmaceutical industry partners for elements of our resilience-based methodology. One agreement is for the use of resilience-based assessments in the setting of a clinical trial and the other is for the use of customized self-efficacy educational content. Both agreements generated revenue during the period and show the increasing value that B2B2C partners are placing on our scientifically validated methodology to assess resilience, which can be applied to many areas beyond chronic condition management.

 

We are in discussions with other potential partners for further agreements utilising our methodology and whilst  no certainty can be given as to the timing or outcome from negotiations we will update the market as appropriate regarding these.

Sharepicks

They are funded for another 12mths at least and have more than £2mln left

Learning G

Have a beer

Post-period end, we announced the appointment of Brian Griffin, as a Non-Executive Director. Brian's experience includes serving as Chairman and Chief Executive Officer at Diplomat Pharmacy Inc. (NYSE: DPLO), the largest independent specialty pharmacy and pharmacy benefit manager in the United States. Brian also spent over five years at Anthem, Inc. (now called Elevance Health), an American health insurance provider, where he led their $40bn+ revenue Commercial and Speciality businesses, including Anthem's 14 national Blue Cross and Blue Shield Plans.